AI Holders Summary · Q2 2026

419 institutions reported UFPI in Q2 2026. BlackRock, Inc. leads at 21.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$688M7.6M0.01%Q2 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$303M3.3M0.01%Q2 2026 03

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$271M3.0M0.84%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$231M2.5M0.00%Q2 2026 05

STATE STREET CORP

CIK 0000093751

$199M2.2M0.01%Q2 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$188M2.1M0.03%Q2 2026 07

Boston Partners

CIK 0001386060

$166M1.8M0.15%Q2 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$144M1.6M0.01%Q2 2026 09

FMR LLC

CIK 0000315066

$137M1.5M0.01%Q2 2026 10

WASATCH ADVISORS LP

CIK 0000814133

$127M1.4M0.83%Q2 2026 11

NORTHERN TRUST CORP

CIK 0000073124· Index

$102M1.1M0.01%Q2 2026 12

Allspring Global Investments Holdings, LLC

CIK 0001890906

$95M1.1M0.15%Q2 2026 13

River Road Asset Management, LLC

CIK 0001341401

$81M889K0.90%Q2 2026 14

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$78M842K0.05%Q1 2026 15

ROYCE & ASSOCIATES LP

CIK 0000906304

$75M824K0.60%Q2 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$72M796K0.01%Q2 2026 17

GENDELL JEFFREY L

CIK 0001056581

$68M751K0.60%Q2 2026 18

FRANKLIN RESOURCES INC

CIK 0000038777

$63M692K0.01%Q2 2026 19

NORGES BANK

CIK 0001374170· Sovereign

$58M640K0.01%Q2 2026 20

DEPRINCE RACE & ZOLLO INC

CIK 0001008894

$56M614K0.94%Q2 2026

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